Form D · Private Equity Fund

Fund FG-TMS, a series of Forge Investments LLC

San Francisco, CA · CIK 0001920807

Offering snapshot reported Apr 27, 2026 · SEC filing

Reported sold
$884K
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$5K
Reported outside-investor minimum
First sale
Nov 23, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.75M$3.5MMay 13, 2024: $3,502,000.00May 13, 2024Oct 17, 2025: $930,000.00Oct 17, 2025Apr 27, 2026: $883,500.00Apr 27, 2026

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$930,000 → $883,500
  • Reported investors85 → 4

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 27, 2026Amendment$883,500-$46,500vs Oct 17, 20254SEC filing
Oct 17, 2025Amendment$930,000-$2,572,000vs May 13, 202485SEC filing
May 13, 2024Initial$3,502,000No comparison84SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$280K
Finders' fees
$0
Form D file number
021-513124

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FORGE SECURITIES LLC134596

Source: Form D, filed Apr 27, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Grant George Executive
Forge Global Advisors Llc Director
Shilpi Mc Grath Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
4 Embarcadero Center Suite 1500
San Francisco, CA, 94111